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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Filtering of 1 to N da...
Microsoft Dynamics CRM (Archived)

Filtering of 1 to N data from parents word template

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Posted on by Sreevalli 3,264

Hi,

I have a Word template that displays 1:N relationship. However, It brings all records all the time, regardless the status, or the active view at the time of the generation. can we apply filter on child records?

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  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    not sure if below link help, but it is worth to take a look.

    www.crmsoftwareblog.com/.../word-document-templates-that-use-fetchxml-for-complex-data-retrieval

  • Sreevalli Profile Picture
    Sreevalli 3,264 on at

    Hi Alex,

    Thanks for the response.

    I need to send email with resulting word template attachment on monthly basis. for that I am thinking about recurrent workflow. so I cannot use other dlls.

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